December 13th, 2009 by John Luciano
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If you’ve been considering account aggregation for your advisory practice now is the time to move forward and purchase a solution. Banks and Credit Unions are implementing Aggregation/PFM (Personal Financial Manager) solutions, while at least one startup with a million users and $10M in funding brings a sleek smartphone solution to the market.
Why is this important for your practice? Account aggregation is a first to market solution. The first advisor, wealth manager or planner to offer this service to their client wins. By its nature, account aggregation is not a solution your client will sign up for twice. Doing that would simply defeat the purpose of having all their financial accounts in one place. Be the first to market this service to your clients, while at the same time adding an efficient solution to your firm.
December 9th, 2009 by John Luciano
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Could Money Dashboard be the next Mint.com in the UK? All I can wonder is whether or not Yodlee’s deal with Money Dashboard is better than what they had with Mint.
You can read the full press release here
December 8th, 2009 by John Luciano
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Account aggregation came on the scene 10 years ago with much promise for the financial services industry. Simply having each client enter their online credentials for all their investment accounts into a central platform would provide firms with instant access into their client’s entire financial profile. What a huge advantage advisors would have over their competition if they could see how those competing brokers and advisors managed their client’s money. The benefits of having that on demand access are greater today than ever before, but at the same time we also have a much clearer picture of what it actually takes to successfully launch an account aggregation solution at the firm level…. » Read more: Setting Up Account Aggregation Will Take Time But The Benefits Are Great
December 6th, 2009 by John Luciano
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The Geezeo train is rolling, and credit unions are jumping on board.
Read the full press release here
December 3rd, 2009 by John Luciano
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CashEdge polled 120 financial advisors regarding their views of account aggregation. And the results suggest that aggregation is moving higher up the list of ‘must have’ technologies for financial advisors and their firms.
Read the full press release here
December 2nd, 2009 by John Luciano
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Pete Glyman and Shawn Ward are on their way to doing something special with Geezeo.
Read the full press release here
November 11th, 2009 by John Luciano
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CashEdge made a splash recently by launching AllDataAdvisor, an account aggregation solution for financial advisors. While the core of their business is still rooted in developing cutting edge online banking solutions, they are putting forth a much publicized effort to let independent financial advisors know that when it comes to account aggregation technology, they are the 800lb gorilla…. » Read more: CashEdge Is Back In The Advisor Game With AllDataAdvisor
